+321.1%
PODD vs VT
+223.7%
+97.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.4% | -0.2% |
| 7D | -2.5% | +0.4% | -2.8% | -2.7% |
| 30D | +10.7% | -2.6% | +13.3% | +13.6% |
| 3M | +6.1% | -3.2% | +9.4% | +9.5% |
| 6M | -2.8% | +0.9% | -3.8% | -4.7% |
| YTD | -47.3% | +11.3% | -58.6% | -53.4% |
| 1Y | -53.2% | +14.0% | -67.2% | -59.6% |
| 3Y | -2.0% | +75.8% | -77.9% | -45.9% |
| 5Y | -52.9% | +57.8% | -110.8% | -70.8% |
| 10Y | +321.1% | +219.8% | +101.3% | +12.9% |
| All | +321.1% | +223.7% | +97.4% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling